Schwab Strategic Tr us lrg cap etf shares owned by Consilium Wealth Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Consilium Wealth Advisory
from 13F filings
Historical chart of Consilium Wealth Advisory investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Consilium Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.4M | 120k | 62.06 |
| 2023-12-31 | $6.6M | 118k | 56.40 |
| 2023-09-30 | $5.7M | 113k | 50.60 |
| 2023-06-30 | $6.6M | 127k | 52.37 |
| 2023-03-31 | $6.5M | 135k | 48.37 |
| 2022-12-31 | $11M | 237k | 45.15 |
| 2022-09-30 | $5.0M | 118k | 42.35 |
| 2022-06-30 | $4.3M | 97k | 44.67 |
| 2022-03-31 | $8.9M | 166k | 53.85 |
| 2021-12-31 | $13M | 116k | 113.82 |
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